I did it, finally I did it!!
Did a deal with a customer, sat down to do the inevitable paperwork, and got stuck into the dreaded Kerridge computer system fully expecting to grind to a halt and seek help. But as I filled in boxes and activated “Wizards” to choose sales options and ploughed on through it all gradually came together. Finally I finished on the operating screen with the customers details in, car details in, part exchange car details in, deposit taken, balance showing, right car figures showing, all in the right places and adding up. Scarcely able to believe my luck I tentatively hit “print”. And a perfect completed order form rolled off the printer like the answer to a million prayers.
Resisting the temptation to pull my shirt up over my head footballer stylie and run around the showroom holding the sacred document over my head and screaming I slid it in front of the customer for his signature before flourishing my own on the document and giving him a copy. Job done.
Well, job done apart from all the other paperwork of taking the deposit, creating a receipt, filling it in on the daily banking, doing a HPI check on the p/x, quoting and then proposing the finance, raising the finance paperwork, getting it signed, getting correct proofs of ID for the finance house, faxing the whole lot off to the finance house, getting the deal “confirmed”, raising the invoice and p/x invoice, getting a job card raised for a service and valet, booking the car in for a service and a valet, organising “Diamond Bright” paintwork and interior protection if the customer wants it, organising drive-away insurance, arranging a cheque for it to be taxed, getting fuel put in it, organising the used car warranty, filling in the warranty book, obtaining and preparing the V5, making sure we’ve got a valid MOT certificate (and booking it for one if not), preparing the hand-over sheet, finding the spare key that definitely went with the main key to the service department (and which they definitely did not get), making sure any accessories they wanted or the wheel trim that was missing and we promised would be fitted is there, then later making sure we have finance payout, or taking the balance if no finance, providing another receipt for that, filling that in on the banking, making sure all the receipts go off correctly to HQ, organising the V5, MOT, and insurance certificate to obtain the tax disc, running through the insurance programs we offer, doing the FSA forms to confirm eligibility and prove we’ve offered them, raising the invoice and paperwork for any of the programs they do want, running through all the paperwork with the owner, a full handover of the car with the owner making sure they’re happy with all of the operations, and finally making sure all the relevant paperwork goes off for archiving and that I have copies of it for my records of course.
Naturally that all applies only to used car sales. New car sales are far more complex…
Two days later I sold another and confidently sat down to create another order form. Only to find that despite filling in details of the part exchanged car properly and it appearing on the order form, it resolutely refused to enter the p/x car’s value. After much faffing I finally conceded defeat and sought out a colleague. Turns out there’s an anonymous little section where, if you click it with the mouse, a tick magically appears. Then it links the p/x car’s value to the order form correctly.
G’aaaahhh!!!!
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